SAG
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SageView Advisory Group’s Walt Disney DIS Stock Holding History

SageView Advisory Group’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47M Sell
15,295
-2,876
-16% -$293K 0.05% 196
2026
Q1 		$1.75M Sell
18,171
-1,752
-9% -$185K 0.06% 156
2025
Q4 		$2.27M Sell
19,923
-3,954
-17% -$435K 0.08% 138
2025
Q3 		$2.73M Buy
23,877
+338
+1% +$39.8K 0.09% 132
2025
Q2 		$2.83M Sell
23,539
-8,347
-26% -$867K 0.11% 110
2025
Q1 		$3.15M Buy
31,886
+4
+0% +$430 0.13% 86
2024
Q4 		$3.55M Buy
31,882
+4,910
+18% +$516K 0.15% 78
2024
Q3 		$2.59M Sell
26,972
-3,423
-11% -$315K 0.13% 94
2024
Q2 		$3.02M Buy
30,395
+2,223
+8% +$239K 0.14% 92
2024
Q1 		$3.45M Sell
28,172
-2,300
-8% -$240K 0.17% 73
2023
Q4 		$2.95M Sell
30,472
-3,278
-10% -$289K 0.13% 102
2023
Q3 		$2.74M Buy
33,750
+6,960
+26% +$594K 0.16% 85
2023
Q2 		$2.39M Buy
26,790
+3,052
+13% +$289K 0.13% 102
2023
Q1 		$2.38M Buy
23,738
+10,519
+80% +$1.06M 0.15% 100
2022
Q4 		$1.15M Buy
+13,219
New +$1.26M 0.09% 140

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SageView Advisory Group's DIS Position: Q2 2026 in Review

SageView Advisory Group reduced its Walt Disney (DIS) stake by 16% in Q2 2026, selling an estimated $293K and leaving 15,295 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #196.

SageView Advisory Group first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.55M in Q4 2024. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • SageView Advisory Group held 15,295 shares of Walt Disney worth $1.47M as of Q2 2026.
  • SageView Advisory Group sold 2,876 Walt Disney shares in Q2 2026, an estimated $293K.
  • Walt Disney made up 0.05% of SageView Advisory Group's portfolio in Q2 2026, its #196 holding.
  • SageView Advisory Group first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Walt Disney position peaked at $3.55M in Q4 2024.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.